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iShares MBS ETF

931 hedge funds and large institutions have $32B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 325 increasing their positions, 404 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,218% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $4.38M

47% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 74

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

1% more funds holding

Funds holding: 922931 (+9)

4% less capital invested

Capital invested by funds: $33.4B → $32B (-$1.43B)

5.12% less ownership

Funds ownership: 91.82%86.69% (-5.1%)

20% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 404

Holders
931
Holders Change
+9
Holders Change %
+0.98%
% of All Funds
12.48%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
0.91%
New
109
Increased
325
Reduced
404
Closed
74
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Beacon Financial Group
Texas
$5.82M +$63.6K +688 +1%
NCM
252
Northwest Capital Management
Oregon
$5.78M +$599K +6,479 +12%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$5.75M +$316K +3,415 +6%
SXL
254
Summit X LLC
Missouri
$5.74M -$797K -8,618 -12%
FPCP
255
Fort Point Capital Partners
California
$5.72M +$280K +3,027 +5%
WIA
256
World Investment Advisors
California
$5.72M -$592K -6,406 -10%
LG
257
Leuthold Group
Minnesota
$5.69M -$6.16M -66,579 -52%
LA
258
Lindenwold Advisors
Pennsylvania
$5.68M +$309K +3,345 +6%
FAT
259
First American Trust
California
$5.56M +$343K +3,713 +7%
IAN
260
Integrated Advisors Network
Texas
$5.56M +$2.19M +23,717 +67%
MWM
261
McNaughton Wealth Management
California
$5.5M +$5.42M +58,627 New
CAM
262
Cobblestone Asset Management
Virginia
$5.42M -$379K -4,103 -7%
BWAM
263
Boyd Watterson Asset Management
Ohio
$5.4M +$412K +4,459 +8%
BEI
264
Benjamin Edwards Inc
Missouri
$5.4M +$2.66M +28,758 +100%
ESL
265
Endurance Services Ltd
New York
$5.4M
P
266
&Partners
Tennessee
$5.33M +$543K +5,868 +11%
SAW
267
Signal Advisors Wealth
Michigan
$5.26M -$434K -4,694 -8%
SWM
268
SigFig Wealth Management
California
$5.22M -$758K -8,196 -13%
SWC
269
Spectrum Wealth Counsel
Indiana
$5.21M -$1.11M -11,967 -18%
SL
270
SWMG LLC
Texas
$5.18M +$1.73M +18,700 +51%
KFSC
271
Keystone Financial Services (Colorado)
Colorado
$5.16M -$1.39M -14,993 -21%
EP
272
Essential Planning
New Hampshire
$5.11M -$301M -3,257,033 -98%
BNP Paribas Financial Markets
273
BNP Paribas Financial Markets
France
$4.93M -$2.81M -30,378 -37%
CM
274
Columbus Macro
Pennsylvania
$4.93M +$288K +3,116 +6%
CWM
275
Congress Wealth Management
Massachusetts
$4.92M -$46.8M -506,359 -91%

MBB Hedge Fund Activity: Q1 2025 in Review

931 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2025, worth a combined $32B — down 4.3% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new MBB positions and 74 closed out — a net gain of 35 holders — while 325 added to existing stakes and 404 trimmed.

The largest buyer was RenaissanceRe Holdings, opening a new position worth an estimated $264M. The largest seller was Bank of America, cutting an estimated $1.24B.

  • 931 institutional investors held iShares MBS ETF (MBB) as of Q1 2025, up from 922 in Q4 2024.
  • Funds reported $32B of iShares MBS ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
  • 109 funds opened new iShares MBS ETF positions in Q1 2025 and 74 closed out, a net change of +35 holders.
  • The largest iShares MBS ETF buyer in Q1 2025 was RenaissanceRe Holdings, an estimated $264M added.
  • The largest iShares MBS ETF seller in Q1 2025 was Bank of America, an estimated $1.24B sold.

Based on aggregated 13F filings for Q1 2025.